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Visualize Group LP

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13F filer, CIK 1994625, NEW YORK, NY

Visualize Group LP reported $267,704,366 across 11 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 94.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000049

Period
2025-12-31
Reported value
$268M
Holdings
11
Top 10 weight
94.62%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYnew+34,680$23.6M
PWRnew+41,520$17.5M
NOWadded+113,256$17.3M
CWnew+30,802$17M
BXadded+13,935$2.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AJGexited-106,294-$32.9M
RSGreduced-75,300-$16M
CSGPreduced-214,450-$14.4M
SPOTreduced-9,220-$5.35M
ACELexited-206,006-$2.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001892688-26-000049, largest first. % of portfolio is the value over $267,704,366, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,989 shares; 2025Q1: 294,689 shares; 2025Q2: 115,734 shares; 2025Q3: 228,139 shares; 2025Q4: 228,759 shares 228,759$40.1M14.98%+620Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,522 shares; 2025Q1: 106,338 shares; 2025Q2: 136,895 shares; 2025Q3: 139,799 shares; 2025Q4: 141,209 shares 141,209$35.6M13.32%+1,410Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,700 shares; 2025Q1: 156,100 shares; 2025Q2: 156,100 shares; 2025Q3: 190,653 shares; 2025Q4: 198,463 shares 198,463$32.1M12.01%+7,810Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,892 shares; 2025Q4: 200,827 shares 200,827$31M11.56%+13,935Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 11,750 shares; 2025Q2: 16,476 shares; 2025Q3: not reported; 2025Q4: 34,680 shares 34,680$23.6M8.83%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,740 shares; 2025Q2: not reported; 2025Q3: 25,614 shares; 2025Q4: 138,870 shares 138,870$21.3M7.95%+113,256Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,576 shares; 2025Q4: 33,356 shares 33,356$19.4M7.24%-9,220Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,520 shares 41,520$17.5M6.55%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,802 shares 30,802$17M6.34%newTimeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,436 shares; 2025Q1: 136,895 shares; 2025Q2: 305,991 shares; 2025Q3: 149,065 shares; 2025Q4: 73,765 shares 73,765$15.6M5.84%-75,300Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220,391 shares; 2025Q1: 404,091 shares; 2025Q2: 78,966 shares; 2025Q3: 428,838 shares; 2025Q4: 214,388 shares 214,388$14.4M5.38%-214,450Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AJGGALLAGHER ARTHUR J & CO106,294$32.9Mshares
ACELACCEL ENTERTAINMENT INC206,006$2.28Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-26-000049 base2026-02-17acceptance time not in the bulk data set